Connect an app
Connect the tools you already use from Settings › Apps, bring in their data, and disconnect them when you're done.
Connecting an app lets Agiled work with a tool you already use, such as your calendar, accounting software, or project tool, so you don't copy things between them by hand. Every app lives in Settings › Apps.
Before you start
- You need to be the workspace owner, or have been given permission for that app in Roles & Permissions.
- Have the login for the app's account ready, and make sure your browser is signed in to the right one.
Connect an app
- Open Settings › Apps. Installed shows apps you've connected; Available lists the rest by category.
- Open the app you want. Its page explains what it does once connected.
- Select Connect, sign in to the app's own website, and approve access. Some apps ask for details such as an API key instead: select Install, fill in the Configuration fields, and select Save configuration.
- Back in Agiled, check the Connected account is the one you meant.
- If the app brings in data, select Import now or Sync now.
You're done when the app shows under Installed and Recent runs shows its first run finished.
Check on an app
Open the app in Settings › Apps to see when it Last synced, any Last error, and its Recent runs. If it shows Needs attention, select Reconnect and sign in again; your choices are kept.
Disconnect an app
- Open the app in Settings › Apps.
- Open its menu and select Uninstall, then confirm. Apps that each person connects for themselves, such as calendars, say Disconnect.
Records the app already brought in stay in Agiled. To remove Agiled's access completely, also remove Agiled from the connected-apps settings in that tool's own account.
Good to know
- Connected, but no data? Some apps only bring data in when you select Import now or Sync now.
- Connected the wrong account? Uninstall it before importing anything, then connect again with the right one.
- It stopped working after a password change or a change to the other account's permissions? Select Reconnect.
- Coming soon on an app's page means it can't be connected yet.